Open in Safari to view this flipbook

This interactive presentation needs a full web browser to work properly.

On iPad / iPhone:
1. Save this file to your Files app
2. In Files, long-press the file
3. Tap "Share", then scroll and tap "Safari"
— or tap "Open in..." and choose Safari

On a computer: Double-click the file or drag it into Chrome, Safari, Edge, or Firefox.

Handling today's matters

while helping prevent
tomorrow's.

Evictions. Collections. Fair Housing. Real Estate & Business Law.

PREPARED FOR ICAC · 2026

What we'll cover

01
Understanding ICAC's Priorities
What we heard from the ICAC legal team
05
Areas of Practice
Seven practice areas across the portfolio
09
Staying Current
Knowledge management after seminars
02
Why KTS
Nearly 50 years. One side. Yours.
06
How a Case Moves Through KTS
From intake to lockout
10
Referral Network
Trusted firms for matters outside our scope
03
KTS at a Glance
Key stats and milestones
07
Executive Education Track
Five seminars + instructor bios
11
Proposed Scope
Initial engagement
04
Statewide Presence
Six offices. Every county in California.
08
Course Fees
À la carte and bundle pricing (draft)
12
Your KTS Team & Next Steps
Regional contacts and how to start

Understanding ICAC's priorities

What we heard from ICAC's, and how we've shaped this scope in response.

01

Substantive legal seminars for the in-house team

Attorney-led seminars on ICAC-selected topics, designed for in-house counsel. Portfolio-specific sessions with supporting materials and resources.

02

Provide knowledge management support

Supplemental resources bundled with each seminar: articles, white papers, trade association recommendations, and subscription guidance to keep the team current.

03

Maintain a curated referral network

Trusted referral partners for practice areas outside KTS's scope, organized by specialty.

04

Additional KTS capabilities available to ICAC

BREG transactional services, Fair Housing and ADA defense, statewide litigation support, and collections. Available when ICAC is ready.

If we've missed something or misunderstood a priority, we'd welcome the correction.

Let Us Know

About KTS

As thought leaders in the world of real estate law, Kimball, Tirey & St. John LLP is equipped to provide the finest legal services to our clients. Our team's expertise is shaped by a unique combination of experiences, and many of our attorneys are property managers themselves. We are dedicated to providing counsel that reflects an in-depth understanding of the intricacies of landlord/tenant, business, and real estate law.

At KTS, we are committed to staying involved. By taking an active part in local and state legislative matters and participating in many real estate organizations, we are always on the pulse of the ever-changing world of real estate law.

OUR MISSION

To deliver high-quality, cost-effective legal representation to owners and managers of real estate through an unwavering commitment to our core
values of Respect, Integrity, Teamwork, and Excellence.

FOUNDED
1978
OUR PHILOSOPHY
Client Centered,
Results Focused.

KTS at a glance

01

Exclusively landlord-side. Always.

In nearly 50 years, KTS has never represented a tenant. Every attorney, every resource, every strategy is built for one side of the table: yours.

02

California's largest dedicated real estate firm.

115 attorneys across six offices. No firm in California matches our depth, reach, and singular focus.

03

Built by people who know your business.

Many of our attorneys are property managers themselves. We understand portfolio operations because we live them.

04

Preventive law is our foundation.

We don't wait for problems. Educated, well-prepared clients face fewer challenges and achieve better outcomes when they do.

05

Recognized industry leadership.

Honored by commercial and residential organizations; certified women-owned. Active leadership roles in state and local legislative work.

06

We represent the industry's biggest names.

KTS represents many of the largest landlords and property management companies in California and across the nation.

KTS at a glance

$270M+
RECOVERED
For KTS clients through collection work.
5,000+
EVICTIONS
Handled monthly across the state.
200+
SEMINARS
And webinars delivered annually.
115
ATTORNEYS
The largest dedicated real estate firm in California.
48
YEARS
Serving California property owners, managers, and REITs since 1978.
35+
YEARS
Of fair housing defense experience.
6
OFFICES
Coverage in every California county.
0
TENANTS
Represented. Ever.

Statewide Presence

Every ICAC property in California is within reach of a KTS office.

San Diego

7676 Hazard Center Dr, Ste 900
San Diego, CA 92108

800-338-6039

Irvine

2040 Main St, Ste 500
Irvine, CA 92614

800-564-6611

Los Angeles

915 Wilshire Blvd, Ste 1650
Los Angeles, CA 90017

800-577-4587

Concord

2300 Clayton Rd, Ste 1350
Concord, CA 94520

800-525-1690

Elk Grove

9401 E Stockton Blvd, Ste 140
Elk Grove, CA 95624

800-525-1690

Fresno

2440 W Shaw Ave, Ste 108
Fresno, CA 93711

800-525-1690

01
SECTION FIVE
Areas of Practice
The specific practices KTS brings to ICAC. Each built on decades of landlord-side focus, and available à la carte as ICAC needs.

Education

KTS runs one of California's largest landlord-side legal education programs. 200+ seminars and webinars annually. We tailor modules to every level of a property-management organization.

Executive Track

In-house counsel and senior leadership. Substantive, portfolio-specific sessions. Detailed in the next section of this deck.

On-Site Managers

Resident-manager license agreements, escalation triggers, documentation habits, and safety-liability fundamentals.

Leasing Agents

Application screening, fair housing basics, fee disclosure, and lease-signing process for front-line staff.

Maintenance Staff

Entry procedures, habitability triggers, documentation of repair requests, and safe-site habits for technicians.

Landlord-Tenant Law

End-to-end landlord-tenant counsel and litigation, the core of the KTS practice. 5,000+ evictions handled every month across California.

Residential & Commercial

Unlawful detainers, habitability defense, lease disputes, post-foreclosure evictions, manufactured-home proceedings.

Volume at Scale

Dedicated case managers, client portal, YARDI integration, and weekly status reporting on every matter.

Preventive Counsel

Notice strategy, pre-litigation workouts, documentation review to keep matters out of court when possible.

Rent Control Fluency

Current on every California local ordinance. Counsel on AB 1482, LA RSO, SF Rent Board, Oakland, and emerging rules.

How an Unlawful Detainer Case Moves Through KTS

This is the lifecycle of an unlawful detainer case. While, not every case moves through all six stages, this is the framework your case follows, from first call to final resolution.

STEP 01

Intake

The client submits a case via the website, YARDI, or phone. A dedicated Case Manager is assigned as a single point of contact.

STEP 03

Filing

If the matter is unresolved, the unlawful detainer action is filed with the court.

STEP 05

Trial

If the case is contested, a Trial Attorney is assigned to handle motions, discovery, trial preparation, and courtroom representation.

STEP 02

Review & Notice

Your Intake Attorney reviews the documents, provides counsel, and prepares and serves the appropriate notices.

STEP 04

Active Management

Your Case Manager provides weekly status reports, fee updates, process service information, and client coordination through the portal.

STEP 06

Resolution

The case concludes with a judgment, lockout coordination, and post-judgment collection as needed.

Collections

Judgment and non-judgment collections for landlords and property managers. Because KTS is a law firm (not a collection agency), we can use enforcement tools collection agencies legally cannot.

Law Firm Authority, Not an Agency

Till taps, asset searches, bank levies, and wage garnishments. Standard collection agencies cannot obtain or enforce these. We can.

Post-Judgment Enforcement

Judgment debtor examinations, writs of execution, keeper levies, real-property liens. Full-service collection on your judgments.

Pre-Judgment Collection

Skip-tracing, demand letters, negotiated resolutions, referral to litigation when recovery requires a judgment.

Results at Scale

$270M+ recovered for KTS clients. Contingency-based fee structures available on most collection matters.

Fair Housing & ADA Defense

KTS defends more California fair housing complaints than any other firm. A dedicated Fair Housing Practice Group handling administrative investigations, ADA claims, and civil rights litigation statewide.

Agency Defense

DFEH, HUD, and local agency investigations and administrative hearings. Disposition strategy from first contact through close.

ADA & Civil Rights Litigation

State and federal court defense, including Ninth Circuit appeals. Construction-defect ADA claims a particular area of focus.

Accommodation & Modification Counsel

Real-time advice on reasonable accommodation requests, assistive-animal policies, and modification documentation.

35+ Years of Experience

Deepest fair housing defense bench in California. Thought leadership on emerging federal and state enforcement trends.

Employment Law

KTS represents employers (and property-management employers in particular) on the full range of employment matters. Counsel tuned to the realities of on-site staff and residential operations.

Compliance & Policy

Handbooks, harassment training (Gov. Code § 12950.1 compliant), wage-and-hour audits, and leave-law counseling.

Harassment, Discrimination & Retaliation Defense

DFEH and EEOC charge defense, single-plaintiff litigation, and pre-litigation investigations.

Resident-Manager & On-Site Staff

License-agreement review, compensation structure counseling, and dispute resolution specific to residential on-site staff.

Litigation Results

Aggressive early-defense strategies. Recent sexual-harassment matter settled at 0.03% of plaintiff's opening demand.

Residential Transactional & Forms

The Business Real Estate Group (BREG) maintains California's most-used residential lease forms and advises on every document in the leasing lifecycle. Whitney Heys currently authors the KTS Residential Lease Agreement.

Lease Drafting & Review

Residential master leases, corporate leases, guaranties, assignments, and amendments, drafted and maintained by practicing BREG attorneys.

Forms Library

80+ addenda and ancillary forms covering pets, parking, utilities, storage, recording consent, electric vehicles, short-term rentals, and more.

Notice Drafting

Change-of-ownership, entry, rent-increase, and other California-code-compliant notices reviewed and revised as law changes.

Ongoing Maintenance

Forms reviewed and updated annually, and whenever new legislation or case law requires, to keep ICAC's documentation current.

DRE Compliance Audits

Structured audits of ICAC's DRE-regulated property management activities. Identify, document, and remediate compliance gaps before they become regulatory matters, delivered on ICAC's timeline.

Trust-Account Compliance

Review of trust-fund handling, commingling risk, reconciliation procedures, and DRE record-keeping requirements.

Broker-Supervision Review

Written-supervision policies, responsible-broker obligations, and DRE-mandated training and oversight documentation.

Policy & Procedure Audit

Documented audit of leasing, application, fee, and deposit procedures against current DRE and statutory standards.

Remediation Roadmap

Prioritized findings with clear action items, draft policy revisions, and timelines ICAC can execute against.

Specialty Consulting

High-leverage consultation on the compliance topics that most often drive risk or resident disputes. Targeted opinion letters, policy drafting, and one-off advisory work.

Utilities & RUBS

Ratio Utility Billing System programs, submetering, California Public Utilities Code compliance. Lan Fullerton is our resident expert.

Fees & Disclosures

Late fees, application fees, processing fees, SB 478 hidden-fee compliance, a class-action-hot area. Opinion-letter support available.

Insurance & Risk Programs

Renter's insurance programs, security-deposit alternatives (surety bonds), insurance-requirement addenda, liability review.

Specialty Addenda on Demand

Pet, smoke-free, balcony, pool/spa, EV charging, home-based business, corporate lease, guest-suite, drafted or reviewed to ICAC specifications.

02
SECTION SEVEN
Executive Education Track
Substantive, portfolio-specific seminars for ICAC's in-house legal team. Five modules, drawn from Eli Gordon's recommended focus areas.

Mold Claims

A deep, bespoke seminar on mold-claim handling for California residential portfolios, from first complaint through remediation, documentation, and litigation posture.

WHAT WE'LL COVER

  • Intake triage: cosmetic vs. actionable claims
  • Inspection, testing, and documentation protocols
  • Notice, relocation, and habitability-timeline obligations
  • Insurance notification and coverage strategy
  • Settlement vs. litigation posture: when to shift
  • Documentation that holds up in deposition and at trial
LED BY   Brittany McClintick

Bespoke session developed specifically for ICAC. Suggested 2-hour live format + written reference guide.

On-Site Managers Best Practices

A hybrid employment-law and property-operations session. Covers resident-manager license agreements, compensation structure, and supervisory issues for on-site staff.

WHAT WE'LL COVER

  • Resident-manager license agreement structure and pitfalls
  • Compensation best practices (credit vs. cash, minimum wage)
  • Expectations, job descriptions, and documented supervision
  • Termination, off-boarding, and unit-transition handling
  • Harassment, discrimination, and wage-claim exposure
  • Common errors and how to correct them going forward
LED BY   Brittany McClintick

Adapted from existing KTS seminar. Includes review of ICAC's current resident-manager license agreements.

“Junk” Fees & Late Fees

A focused session on the class-action-hot landscape of ancillary fees in California residential leasing. Late fees, processing fees, application fees, and SB 478.

WHAT WE'LL COVER

  • Current state of California fee-disclosure law (incl. SB 478)
  • Late fees: statutory limits, reasonableness, enforceability
  • Application and processing fees: allowable vs. not
  • Class-action patterns and plaintiff-firm playbooks
  • Policy and disclosure design to reduce exposure
  • Audit framework for ICAC's existing fee structures
LED BY   Whitney Heys · Susie Lein (alternate)

Bespoke session developed specifically for ICAC. Addresses a noted Danielle Katzir priority area.

Death of a Tenant

A complete session on handling the death of a resident: legal obligations, operational steps, documentation, and risk management. Paired with the KTS forms package.

WHAT WE'LL COVER

  • First-response obligations and on-site protocol
  • Personal property handling under Civil Code § 1987
  • Notice to heirs, estates, and successors in interest
  • Rent obligations, security deposit disposition, accounting
  • Coroner, law enforcement, and family interactions
  • Forms walkthrough: letters, notices, inventory, releases
LED BY   Leanne Barbat Maestre

Combination session + forms package. Forms offered at the 20% BREG-rate discount.

Fair Housing Topics

A focused legal session on the fair housing topics most likely to generate ICAC complaints and agency charges: disability accommodations, assistive animals, and reasonable modifications.

WHAT WE'LL COVER

  • Reasonable-accommodation request handling: process, timelines
  • Assistive animals: verification, documentation, inquiries
  • Reasonable-modification requests: obligations, allocation
  • Emotional-support vs. service animals: the legal distinction
  • Common operational errors that generate DFEH/HUD charges
  • ICAC-ready forms: accommodation log, verification letters
LED BY   Brian Bloodworth · Susie Lein / Shawn Bankson (alternates)

Adapted from existing KTS fair-housing seminar materials. Includes customized forms review.

5
SEMINARS
EXECUTIVE TRACK

Meet your instructors

The attorneys who deliver ICAC's executive seminars. Each bio ends with the seminars that instructor is qualified to lead.

BM
INSTRUCTOR

Brittany G. McClintick

Partner, Business Real Estate Group · Los Angeles

Brittany brings extensive expertise in employment law, contract disputes, residential and commercial landlord-tenant matters, and Los Angeles rent-control regulation. Prior to KTS, she was an employment-law consultant, handled labor negotiations with major unions, and managed consumer arbitrations. J.D., Whittier Law School; B.S., International Business, University of La Verne. Previously worked directly with Megan Bierle and the ICAC legal team.

SEMINARS INCLUDE

Mold Claims (bespoke)
On-Site Managers Best Practices & Resident Manager Agreements
Employment law advisory for on-site staff

WH
INSTRUCTOR

Whitney C. Heys

Partner, Business Real Estate Group · San Diego

Current author of the KTS Residential Lease Agreement. Extensive expertise in transactional matters including lease review for California and federal compliance, addenda drafting, and case-resolution negotiation. Represents owners, landlords, and property managers in unlawful detainer litigation. J.D., California Western School of Law; B.S., Justice Studies and Social Inquiry, Arizona State University.

SEMINARS INCLUDE

"Junk" Fees, Late Fees & Class Action Exposure
Residential lease and forms audits
Any topic on the BREG Residential Transactional catalog

LM
INSTRUCTOR

Leanne Barbat Maestre

Partner, Business Real Estate Group · San Diego

Practice focused on estate planning, trust administration, and probate matters, alongside real property and business transactions. Expertise in commercial unlawful detainer cases. Holds a California real estate broker license. J.D., California Western School of Law; B.A., Legal Studies, UC Berkeley. Developed and maintains the KTS Death-of-a-Tenant forms package.

SEMINARS INCLUDE

Death of a Tenant (with forms package)
Landlord/Tenant Education (Commercial and Residential)
Commercial lease review

BB
INSTRUCTOR

Brian T. Bloodworth

Senior Attorney, Business Real Estate Group · San Diego

Extensive experience in administrative law, with successful practice in state and federal trial courts and appellate courts. Specializes in defending civil-rights matters, fair housing claims, and ADA cases, offering detailed analysis and strategies for successful defense or resolution. Admitted in California, U.S. District Court (SD/CD California), the Ninth Circuit, and the U.S. Supreme Court.

SEMINARS INCLUDE

Fair Housing: Disability Accommodations, Service Animals, Modification Requests
ADA Defense fundamentals
Administrative agency practice (DFEH, HUD)

SL
INSTRUCTOR

Susan J. Lein

Partner, Landlord-Tenant · Irvine

Focuses on landlord-tenant law with particular expertise in fair housing and affordable housing matters. Leads business development and client relations for Orange County and the Inland Empire. J.D., Chapman Law School (certification in Environmental Land Use and Real Estate Law). Trains property management organizations across the state on commercial and residential landlord-tenant law.

SEMINARS INCLUDE

Fair Housing Topics (alternate lead)
"Junk" Fees & Late Fees (alternate)
Landlord/Tenant Education (Residential & Commercial)
Rent Control, AB 1482, and local-ordinance updates

SB
INSTRUCTOR

Shawn K. Bankson

Managing Partner, Fair Housing Practice Group · Concord

Managing Partner of the Fair Housing Practice Group. Specializes in fair housing matters and provides education on landlord/tenant and fair housing law. Admitted to the California Bar in 2002 and the U.S. District Court for the Northern and Eastern Districts of California in 2009. J.D., Santa Clara University School of Law (cum laude); B.A., Political Science, UC Davis.

SEMINARS INCLUDE

Fair Housing Topics (alternate lead)
Fair Housing Consultation
Landlord/Tenant Education (Residential), Northern California

Staying current after seminars end

Knowledge management is ongoing. KTS keeps ICAC's team current long after initial seminars through publications, alerts, and industry connections.

01

Publications

Residential Landlord/Tenant Preventive Law Handbook, Commercial Property Handbook, Fair Housing Encyclopedia, and California legal resources. Updated annually.

02

Ongoing Updates

Legal alerts on new legislation and significant case developments. Monthly Q&A webinars on the most recent landlord-tenant and fair housing topics.

DRAFT · PENDING KTS INTERNAL REVIEW

Course fees

Pricing reflects ICAC's existing BREG preferred-rate structure: 20% off KTS standard rates; effective $352.35–$465.75/hour.

À La Carte

Existing Forms Packages

Late Fees, Death of a Tenant, On-Site Manager License Agreement. Flat-fee, delivered at 20% off standard pricing.

Pre-Developed Seminars

On-Site Managers Best Practices, Fair Housing topics. Minor customization. Billed hourly at $352–$466/hr.

Bespoke Seminars

Mold Claims, Junk Fees, Death of a Tenant. Includes development + delivery. Scope-based estimate before start.

Seminar Bundles

Executive Track: Full (5 seminars)

All five executive seminars + forms packages where applicable. Proposed: additional 10–15% discount off individual rates.

Executive Track: Core (3 seminars)

Select any three of five. Proposed: 5–10% discount off individual rates.

Annual Refresh

Complimentary annual legal update + one refresh session. Included for active ICAC engagements.

Final pricing confirmed with KTS Managing Partners before delivery to ICAC.

When you need more,
we know who to call.

No single firm covers everything. For matters outside our scope, KTS maintains a curated network of trusted firms across specialized practice areas, built through nearly five decades of professional relationships.

CLASS ACTIONS · DOJ · AG ENFORCEMENT
Mark G. Rackers
Sheppard Mullin
COVERAGE ISSUES · INSURANCE BAD FAITH
Brian Worthington
Worthington Law Offices
FDCPA · RFDCPA · FCRA
Thomas F. Landers
Solomon Ward Seidenwurm & Smith
LANDLORD-TENANT LITIGATION (CONFLICTS)
Heather Mills
Skane Mills

KTS is happy to make direct introductions to any of these firms.

Proposed Scope

Forms & Policy Review

Comprehensive review of ICAC's selected forms, notices, and policies. Written findings, prioritized recommendations, and agreed revisions. Readout meeting with legal team.

Fee: To be discussed

Seminar Program

Customized attorney-led sessions for the ICAC legal team. Presentation materials, Q&A, resource recommendations, and certificates of completion where applicable.

Fee: To be discussed

Ongoing Support (Available as Needed)

Eviction, litigation, and portfolio support at preferred rates: 20% reduction from KTS standard rates, consistent with ICAC's existing BREG arrangement (effective $352.35–$465.75/hour). Annual Legal Update session complimentary for active clients. Additional training modules on request. Dedicated Client Relations contact.

Your KTS Landlord-Tenant team

Every ICAC matter is assigned a dedicated team. Case Manager: day-to-day liaison, status, fees. Intake Attorney: notice prep and filing. Trial Attorneys: motions, discovery, representation.

San Diego

San Diego County
PHONE
800-338-6039
MANAGING PARTNER
MANAGING TRIAL ATTY
CASE MANAGER
Nathan H. Budgor
INTAKE ATTORNEY
TRIAL ATTORNEYS
TRIAL ASSISTANT
Jaimie D. Galvez

Orange County

Orange, San Bernardino, Riverside
PHONE
800-564-6611
MANAGING PARTNER
PARTNER
CASE MANAGER
Daniela Santos
INTAKE ATTORNEY
TRIAL ATTORNEYS
TRIAL ASSISTANT
Alex White

Los Angeles

LA County, Ventura, Santa Barbara, SLO
PHONE
800-577-4587
MANAGING PARTNER
CASE MANAGER
Abel Vicuna (Senior)
INTAKE ATTORNEY
TRIAL ATTORNEYS
TRIAL ASSISTANT
Patricia Medina

Northern California

Concord + Elk Grove + Fresno
PHONE
800-525-1690
MANAGING PARTNER
CASE MANAGER
Susan M. Sam
INTAKE ATTORNEY
TRIAL ATTORNEYS
TRIAL ASSISTANT
Autumn Skerski (Senior)

If your assigned representative or attorney is unavailable, any of our team members will be happy to assist you.

Other KTS departments serving ICAC

For matters outside Landlord-Tenant work, ICAC has direct access to these department leads.

Fair Housing & ADA Defense

STATEWIDE MANAGING PARTNER
Managing Partner, Fair Housing Practice Group
Concord (Northern California)
shawn.bankson@kts-law.com

BREG: Transactional, Forms, DRE & Advisory

STATEWIDE MANAGING PARTNER
Managing Partner, BREG Statewide
Los Angeles
eli.gordon@kts-law.com

Collections · Judgment & Non-Judgment

MANAGING PARTNER
Managing Partner, Collections — Statewide
adrienne.kelly@kts-law.com
LEADERSHIP: Regina Sanders (Dir.), Kareem M. Khalidy, Daniel R. Segnit, Angelique Magallanes-Marquez

Employment Law (via BREG)

PRIMARY COUNSEL
Partner, LA BREG — Los Angeles
brittany.mcclintick@kts-law.com
On-site staff agreements, harassment training, wage and hour, DFEH/EEOC defense

Your KTS Client Relations team

A dedicated department that supports ICAC across every KTS practice area. Your first call for anything: our Client Relations team ensures your needs are met, connects you with the right specialist, and keeps the process seamless.

KJ
MANAGING DIRECTOR
Kelly Johnson
Managing Director, Client Relations
San Diego
800-338-6039
KD
DIRECTOR
Kelli Dodson
Client Relations Director
Northern California
800-525-1690
MJ
DIRECTOR
Michael Janovici
Client Relations Director
Los Angeles
800-577-4587
MC
DIRECTOR
Michael Chen
Client Relations Director
Orange County
800-564-6611
AV
DIRECTOR
Audrey Vasquez
Client Relations Director
San Diego
800-338-6039

If your regional Director is unavailable, any Client Relations team member will be happy to assist. You can also reach Kelly Johnson directly.

NEXT STEPS

Let's move forward.

01Confirm seminar selections with ICAC.
02Finalize scope and schedule for forms & policy review.
03Confirm scope and schedule the first session.
04Begin delivering results.

For nearly 50 years, KTS has helped California property owners and managers protect their investments, stay compliant, and resolve disputes.

Drag page corners to flip • Click edges or use buttons • Swipe on mobile